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AI agent for paid media specialists

Offline Conversion Upload Reconciliation Agent

Platform conversions match the CRM's qualified leads and sales, so bidding learns from real outcomes.

Data cleanupQuality controlMarketing
See how it worksGet access
Offline Conversion Upload Reconciliation Agent: what goes in, what the agent does and what you get

What it does

When the CRM says 120 qualified leads and the ad platform shows 85 conversions, bidding learns from the wrong picture. Each week this agent exports qualified leads and sales from the CRM and matches click IDs to what has been uploaded. It checks match rates and the rejection reasons the platform gave, such as old click IDs, missing consent or bad formats. It corrects what it can, such as time zones and duplicate rows, and prepares a fresh upload. After the specialist approves it, the agent uploads and confirms the platform accepted the records. Any rejected rows loop back for another fix. Edge case: click IDs older than the platform's window are excluded and reported.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Weekly reconciliation run 2 USES A TOOL Export qualified leads and sales with click IDs fromthe CRM 3 USES A TOOL Fetch the platform's conversions and rejectionreport 4 DOES Match records by click ID and time 5 CHECKS THE RESULT Is the match rate at least 90 percent? If not: fix time zones, duplicates and formats, thenrematch. Back to step 3. 6 DOES Prepare the upload file with corrected records 7 YOU APPROVE Specialist approves the upload 8 USES A TOOL Upload the file to the platform 9 CHECKS THE RESULT Did the platform accept all records? If not: read the rejection reasons, fix what is fixableand re-upload that set. Back to step 4. 10 DOES Write the reconciliation report with excludedrecords and reasons 11 RESULT Conversions aligned and report filed
Read the steps as a list
  1. Weekly reconciliation run
  2. Export qualified leads and sales with click IDs from the CRM
  3. Fetch the platform's conversions and rejection report
  4. Match records by click ID and time
  5. Is the match rate at least 90 percent?If not: fix time zones, duplicates and formats, then rematch. Back to step 3.
  6. Prepare the upload file with corrected records
  7. Specialist approves the uploadThe agent waits here for your OK.
  8. Upload the file to the platform
  9. Did the platform accept all records?If not: read the rejection reasons, fix what is fixable and re-upload that set. Back to step 4.
  10. Write the reconciliation report with excluded records and reasons
  11. Conversions aligned and report filed

How it decides

It aims for a match rate of at least 90 percent and corrects only fixable errors, never inventing click IDs.

  • Target a match rate of 90 percent or higher.
  • Exclude click IDs older than the platform's window.
  • Never upload records without consent flags.
  • Re-upload only rejected rows, not the full set.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Match rate target (default 90 percent)
  • Platforms covered
  • Conversion types uploaded
  • Run day

What keeps you in control

It always asks you first

  • Specialist approves each upload

Hard limits

  • Never upload without consent flags
  • Never fabricate or alter click IDs

It stops when

  • Done: match rate reached and records accepted.
  • Stop: rejections continue after 2 retries, so the specialist reviews the setup.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe week's CRM export had 120 qualified leads, but only 85 matched uploaded conversions, a 71 percent match. The agent found 22 rows in the wrong time zone and 6 duplicates, and rematched to 108, 90 percent. The platform rejected 9 rows as too old. The agent excluded them, reported them and the specialist approved the final upload.

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